Ashley Dyer is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Dyer worked at Prudential Insurance Company of America and Pruco Securities, LLC, with over a decade of experience in financial services including insurance. Outside of advisory work, Dyer is involved in insurance and health benefits through business activities with Three Rivers Health Benefits, LLC and Health Benefits Group, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional clients. The firm’s investment approach is generally model-driven, utilizing model portfolios and third-party managers, and it offers a range of financial planning, consulting, and insurance product services through affiliated entities.

Curtis Colaianne is a financial advisor with Cetera in Latrobe, PA. He holds CPA credentials and has experience in accounting and tax services through multiple associated firms, including Colaianne & Company CPA, PLLC, Ron Miller CPA, PLLC, Colaianne Rizzo & Associates LLC, and CNC Accounting. He also serves as chair of the finance committee at Paradise Church in Latrobe. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a broad client base ranging from individual investors to institutional accounts, utilizing multiple program structures and a multi-manager platform.

Conor Hutchison is a financial advisor at Edward Jones in Murrysville, PA, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at PSERS and McKnight Development Corporation, as well as work with The Pitt News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and provides advisory services under a fiduciary standard.

Kyle Baker is a Certified Financial Planner® with 25 years of industry experience, currently serving at Edward Jones since 2002. He holds the Series 66 designation and is based in Oakmont, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Jonathan Emrock is a CFP®-credentialed financial advisor with Edward Jones in Irwin, PA, bringing 19 years of industry experience. He has been with Edward Jones Investments since 2007. Outside of his advisory role, he is associated with DEFG 21 LLC, a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Laurie Harriger is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside discretionary separately managed accounts, supported by in-house research and a centralized operational structure.

Ronald Prasad is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley, JPMorgan Chase Bank, and other firms. Outside of his advisory role, he works as an independent contractor providing rideshare transportation services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Laura Kuechler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. Since 2019, she has also served as a board member for Franklin Park Borough in Pittsburgh, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized groups such as its Estate Planning Strategies Group.

Thomas Drake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at SagePoint Financial, Inc. Drake serves as treasurer and board member of the Drake Family Foundation, a nonprofit organization. Osaic Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Beth Mc Gough is a financial advisor at Merrill with Series 65 and Series 63 designations and three years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Pershing LLC, with extensive prior experience outside of finance at Eat'n Park Hospitality Group. She also serves as a power of attorney, trustee, and executor for a private entity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Robert Ricker is a financial advisor at Edward Jones in Irwin, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Veterans Affairs and served with the Blendon Township Police Department. He is also involved with Nostalgic Toys and Collectibles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jason Yuhas is a financial advisor with LPL Financial in Greensburg, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior positions include roles at Osaic Institutions, Inc., Essex National Securities, LLC, and Wells Fargo Clearing. Outside of finance, Yuhas is also an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Louis Rizzo is a CFP® professional affiliated with LPL Financial in Pittsburgh, PA, with 36 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he has involvement with non-variable insurance products and operates a related business entity used primarily for office expense management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment services, utilizing both proprietary and third-party portfolio options across various strategies.

Ryan Sikora is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 13 years of industry experience, including prior roles at State Farm Management Corp. and Trustmont Advisory Group, Inc. Sikora also operates the Ryan Sikora Insurance Agency as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals and multiple platform options.

Michael Klems is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016 and Metlife Securities since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services, structuring planning engagements as annual, collaborative relationships using firm-approved software and detailed client information.

Jordan Dunsmore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at RBC Capital Markets, First Trust Portfolios, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Nathaniel Ramsay is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise and John Hancock in various capacities. Ramsay also holds a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Nicholas Carretta is a financial advisor with Ameriprise in Irwin, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BNY Mellon and American Income Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Lisette King is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She worked at Morgan Stanley for three years before joining Merrill in 2018. Outside of her advisory role, she operates a small retail business selling vintage, new, and handmade items through a local antique mall and online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.